David Tucker is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, following six years at Hightower Advisors and prior roles at Morgan Stanley. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternatives, providing proprietary models and access to private funds and co-investment opportunities.

Brian Callahan is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Douglas Crimmins is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.

Helio Rapetti is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Advantage xPO, East Hudson Oral Maxillofacial Surgery, AVI Foodsystems, and Natural Market. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, and institutional clients. The firm leverages strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad ecosystem of affiliated Goldman Sachs entities.

Joli Fridman is a CFP® professional with eight years of experience in financial advising. She has worked at The Colony Group, LLC since 2024, following six years at Buckingham Strategic Wealth, LLC and one year at Stevens Wealth Management. She is based in Deerfield, IL. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Kumzi is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Adam Bashir is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He joined Goldman Sachs in 2026 and has prior experience at Capquest and the University of Aberdeen. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.

Steven Weil is a financial advisor at Creative Planning with 28 years of industry experience. He holds a Series 65 designation and previously worked at IRON Financial, LLC for 26 years before joining Creative Planning in 2021. Weil serves as a voluntary advisory board member for Charles Schwab and Epic Retirement Plan Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio customization options and integrated retirement plan services.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Bradley Gempeler is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Kyle Crowley is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Angela Grannan is a financial advisor with Hightower Advisors, holding Series 63, Series 65, and Series 66 designations and 34 years of industry experience. Her prior roles include positions at Vining Sparks, Chase Investment Services Corp., and BMO Harris Financial Advisors. She has been with Hightower Advisors and Hightower Securities since 2019. Hightower provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and employs proprietary research and diverse investment strategies.

Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.

Neal Price is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, and Mesirow Financial. Price serves on the advisory board of ABCM Healthcare LLC, a concierge medicine business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, alongside access to private funds and multiple specialized financial solutions.

Philip Sandrok is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Schaumburg, Illinois. He holds the Series 63 and Series 65 credentials and has 12 years of industry experience, all with Fifth Third Securities since 2014, having also worked with Fifth Third Bank since 2011. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through both advisory and brokerage services. The firm offers investment programs via the Passageway Managed Account platform, utilizing multiple program types and third-party portfolio managers tailored to client risk profiles.

John Selzer is a CFP® with 40 years of experience in the financial services industry. He has worked at Capital Point Financial Group, LTD. for 10 years, LPL Financial for 19 years, and Guardian Life for one year. He is currently with Allworth Financial, L.P. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers specialist portfolios tailored to different client values and goals.

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group, Charles Schwab, TD Ameritrade, Zacks Investment Management, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.